U.A. Local Union No. 614 Health And Welfare Fund — Form 5500 plan (Trustees - U.A. Local Union No. 614 Health And Welfare Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, U.A. Local Union No. 614 Health And Welfare Fund is a benefit plan reported by Trustees - U.A. Local Union No. 614 Health And Welfare Fund under EIN 62-0637976 and plan number 501. The latest loaded filing year is 2023. The filing reports 636 participants and $12,107,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - U.A. Local Union No. 614 Health And Welfare Fund
- EIN
- 62-0637976
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 636
- End-of-year plan assets
- $12,107,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 636 | H, C | 20250115172847NAL0022002673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,107,535
- Total liabilities (EOY)
- $6,270,590
- Net assets (EOY)
- $5,836,945
- Net assets (BOY)
- $2,970,322
Income & contributions
- Employer contributions
- $10,538,329
- Participant contributions
- $502,472
- Total contributions
- $11,040,801
- Total income / additions
- $11,340,876
Expenses & distributions
- Benefits paid
- $7,706,545
- Administrative expenses
- $767,708
- Total expenses
- $8,474,253
- Net increase / (decrease)
- $2,866,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna | NONE | $302,126 | $0 | 2023 |
| Southern Benefit Admin | NONE | $220,040 | not reported in the loaded dataset | 2023 |
| Novara Tesija & Catenacci, Pllc | NONE | $96,059 | not reported in the loaded dataset | 2023 |
| Labor First | NONE | $62,331 | not reported in the loaded dataset | 2023 |
| Needles & Associates LLC | NONE | $38,191 | not reported in the loaded dataset | 2023 |
| New South Capital Management | NONE | $19,172 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | NONE | $6,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - U.A. Local Union No. 614 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Cigna — Schedule C compensation
- Southern Benefit Admin — Schedule C compensation
- Novara Tesija & Catenacci, Pllc — Schedule C compensation
- Labor First — Schedule C compensation
- Needles & Associates LLC — Schedule C compensation
- New South Capital Management — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation